Got beef?
Summary
Marketplace explores rising 30-year bond yields driven by fiscal concerns and AI borrowing, alongside a frozen housing market impacting Home Depot. The episode covers mixed retail earnings, beef supply chain constraints, and a cultural shift toward neutral colors in design. It concludes with Google acquiring Spirit Airlines' data for AI training.
Topics discussed
Intro and Capital One Commercial
Rising 30-year bond yields and fiscal risks
Housing market slump and Home Depot earnings
Retail earnings and consumer spending trends
Wyoming distillery navigates tariffs and costs
Market numbers and Klarna revenue cut
Shrinking cattle herd and meatpacking closures
The 'color recession' in cars and homes
Google buys Spirit Airlines data for AI
Listen ad-free on Castria